Michael
Bechard

Vanguard Advisers, Inc

CRD#6715472
Investment Advisor
in Charlotte, NC

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About this Advisor

Michael Bechard is a certified financial planner based in Charlotte, North Carolina with 1 year of relevant experience. Bechard works at Vanguard Advisers, Inc. Over the course of their career, they have held roles at Fidelity Brokerage Services, LLC, Cmhc Inc, Centerstone, Smx Staffing, Amazon.Com, Inc, West Chester University, Lindsey Wilson College and The Vanguard Group, Inc. Bechard holds Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in North Carolina, South Carolina and Texas. Vanguard Advisers, Inc is a registered investment firm that has its headquarters in Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 financial advisors. It has $299 billion in assets under management among its 634,470 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 958 charities and foundations. Of its 634,470 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by Vanguard Advisers, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2525 Water Ridge Parkway 1 North Falls Plaza Ste 100
Charlotte, NC 28217

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$299,191,714,649

NC Average: $15,833,994,310
Total Number of Employees

2,124

NC Average: 41
Total Number of Accounts

634,470

NC Average: 3,342
Average Account Size

$471,562

NC Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Bechard Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Vanguard Group, Inc

2016 - 2022 (6 years)

Fidelity Brokerage Services, LLC

2016 - 2016 (< 1 year)

Cmhc Inc

2015 - 2015 (< 1 year)

Lindsey Wilson College

2014 - 2015 (1 year)

Amazon.Com, Inc

2013 - 2016 (3 years)

Centerstone

2013 - 2014 (1 year)

Smx Staffing

2011 - 2013 (2 years)

West Chester University

2011 - 2013 (2 years)

West Chester University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Bechard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vanguard Advisers, Inc

Tamala Harris
Charlotte, NC
William Bailey
Charlotte, NC
Zachary Potter
Scottsdale, AZ
Trent Moore
Scottsdale, AZ
Charles Rainey
Scottsdale, AZ
William Mcbride
Malvern, PA
John Eyen
Malvern, PA
Michael Raleigh
Malvern, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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